Payroll Adjustments- CHANGE PAYROLL EARNINGS AMOUNTS
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Modified on: Thu, 25 Jun, 2020 at 8:20 AM
What This Process Does
- This process should not be confused with the Change Payroll Deduction Earnings/Amounts process.
- It is used to correct gross and/or units that were incorrect on payrolls done in the past.
- It updates gross and/or units for the specified Calendar and Fiscal period, affecting Personnel and Job Calendar Year and Fiscal Year totals.
- It does NOT update deduction gross or amounts; to update deduction gross (and amounts, as necessary), use the Change Payroll Deduction Earnings/Amounts process, also under Maintenance → Adjustments.
Change Payroll Earnings Amounts
- HR → Payroll → Maintenance → Adjustments → Change Payroll Earnings Amounts
- Select the applicable Personnel ID, Job Number, Rate Identification, Calendar and Fiscal periods.
- Once the Calendar and Fiscal Year fields are populated, the employee's Calendar and Fiscal Year Personnel, Job and Job Rate totals (prior to adjustments) will display for informational purposes.
- Enter the applicable change in the Gross and/or Units columns, directly under the "Adjustment" heading.
- Click Save; and review the saved entry that displays at the top of the screen; NOTE that no report will generate.
- To see the effect made by the adjustment to the employee's YTD/FTD earnings, click the various Earnings buttons at the bottom of the screen; a description of each button is provided below.
- Click Cancel.
- If the adjustment was to Gross, then deduction earnings MUST be adjusted accordingly; the Change Payroll Deduction Earnings/Amounts process can be used for that purpose, and can be accessed readily by clicking the Change Deduction Earnings and/or Deduction Amounts button at the bottom of the screen.
FIELDS | Opt. | Rec. | Req. | Description |
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Personnel ID | — | — | ♦ | Select the applicable employee |
Job Number | — | — | ♦ | Select the job to which the adjustment should be applied |
Rate Identification | — | — | ♦ | Select the rate to which the adjustment should be applied |
Calendar Year | — | — | ♦ | Enter the Calendar Year to which the adjustment should be applied |
Calendar Month | — | — | ♦ | Select the Calendar Month to which the adjustment should be applied |
Fiscal Year | — | — | ♦ | Enter the Fiscal Year to which the adjustment should be applied |
Fiscal Month | — | — | ♦ | Select the Fiscal Month to which the adjustment should be applied |
Calendar Year Personnel Totals | ♦ | — | — | Once an entry is made in the Calendar Year field, the employee's total gross for that calendar year will display here |
Calendar Year Job Totals | ♦ | — | — | Once an entry is made in the Calendar Year field, the gross pay for the selected job and calendar year will display here |
Calendar Year Job Rate Totals | ♦ | — | — | Once an entry is made in the Calendar Year field, the gross pay for the selected job, rate and calendar year will display here |
Fiscal Year Personnel Totals | ♦ | — | — | Once an entry is made in the Fiscal Year field, the employee's total gross for that fiscal year will display here |
Fiscal Year Job Totals | ♦ | — | — | Once an entry is made in the Fiscal Year field, the gross pay for the selected job and fiscal year will display here |
Fiscal Year Job Rate Totals | ♦ | — | — | Once an entry is made in the Fiscal Year field, the gross pay for the selected job, rate and fiscal year will display here |
Personnel Calendar Earnings | ♦ | — | — | Click this button if you would like to navigate to the employee's Personnel Calendar Summary in order to verify the effect made by the adjustment |
Personnel Fiscal Earnings | ♦ | — | — | Click this button if you would like to navigate to the employee's Personnel Fiscal Summary in order to verify the effect made by the adjustment |
Job Calendar Earnings | ♦ | — | — | Click this button if you would like to navigate to the employee's Job Calendar Summary in order to verify the effect made by the adjustment |
Job Fiscal Earnings | ♦ | — | — | Click this button if you would like to navigate to the employee's Job Fiscal Summary in order to verify the effect made by the adjustment |
Job Rate Calendar Earnings | ♦ | — | — | Click this button if you would like to navigate to the employee's Job Rate Calendar Summary in order to verify the effect made by the adjustment |
Job Rate Fiscal Earnings | ♦ | — | — | Click this button if you would like to navigate to the employee's Job Rate Fiscal Summary in order to verify the effect made by the adjustment |
Change Deduction Earnings and/or Deduction Amounts | — | ♦ | — | If the adjustment entered was to Gross, then deduction earnings MUST be adjusted accordingly; the Change Payroll Deduction Earnings/Amounts process can be used for that purpose, and can be accessed readily by clicking this button |
Opt. = Optional Rec. = Recommended Req. = Required |
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